Donald Graham Mckell

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2017-07-18

OH RA
APPROVED

Since 2017-07-18

Branch Locations

Crystal Lake, IL • United States

2929 Kenny Road Suite 215, Columbus, OH 43221 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ke-Wa-Pa	Sunbury	OH	03/2004	Present
Horizon Telecom	Chillicothe	OH	11/2008	Present
Legend Equities Corporation	Palm Beach Gardens	FL	10/2011	01/2017
Lincoln Investment	Columbus	OH	01/2017	Present

03/2004 → Present

Ke-Wa-Pa

Sunbury, OH
11/2008 → Present

Horizon Telecom

Chillicothe, OH
10/2011 → 01/2017

Legend Equities Corporation

Palm Beach Gardens, FL
01/2017 → Present

Lincoln Investment

Columbus, OH

Previous Registrations

2011-12-12 → 2019-10-04

Legend Advisory, Llc

Independence, OH

Palm Beach Gardens, FL

Other Businesses

MCKELL FARM LLC POSITION: Partial Owner. NATURE: Real Estate Holding LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 17 Overlook Dr, Chillicothe OH 43074, United States DESCRIPTION: I do not have any duties. Under advice of our attorney the farms were placed in two separate a LLCs, with my five siblings and myself as owners.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1994-02-17

S63 Uniform Securities Agent State Law Examination

1994-02-17

View on SEC IAPD